Scott Davis, financial advisor Charlotte NC

Scott Davis

CRD Number: 2425899
Current Firm: Securities America Advisors, Inc.

Scott Davis (CRD# 2425899) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Charlotte, NC and has over 30 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Dw Holdings, LLC Charlotte, NC Mar 2008 - Current 16
Securities America Advisors, Inc. Charlotte, NC Jul 2001 - Current 22
Securities America, Inc. Charlotte, NC Nov 2000 - Current 23
Davis-williams & Associates, Inc. Charlotte, NC Jul 1997 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1994
S66 NASAA Uniform Combined State Law Examination Jun 2001
Contact Info for Scott W. Davis
Phone Number: 402-399-9111
Registered State(s):
  • NC
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    38,164
    MILLIONS
  • Total Number of Accounts
    200,228
    ACCOUNTS
  • Average Account Value
    $190,602
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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